Element Solutions Inc Stock Price, News & Analysis

Element Solutions (NYSE:ESI) signed a definitive agreement to acquire Micromax from Celanese (NYSE:CE) for approximately $500 million in cash, subject to adjustments. The transaction is expected to close in Q1 2026, pending regulatory approvals and customary closing conditions.

Micromax supplies advanced electronics inks, pastes and LTCC materials for aerospace, defense, healthcare and emerging applications. Element expects Micromax to be > 5% accretive to adjusted EPS and to contribute about $40 million to adjusted EBITDA on a full-year basis, helping create an electronics performance business with ~$2 billion in sales. Funding will be from cash on hand and incremental debt.

Element Solutions (NYSE:ESI) reported third quarter 2025 results with net sales of $656.1M (+2% reported, +5% organic) and record adjusted EBITDA of $147M (up 3% reported; +10% ex‑divested MacDermid Graphics Solutions). GAAP diluted EPS was $0.16 and adjusted EPS was $0.41. Third quarter cash flows from operations were $100M with adjusted free cash flow of $84M. Electronics segment drove performance with $465M revenue (+11%); Industrial & Specialty sales declined 16% (17% due to divestitures). The company narrowed full‑year 2025 adjusted EBITDA guidance to $545M–$550M and expects adjusted free cash flow of ~$280M.

Element Solutions (NYSE:ESI) said it will release Q3 2025 financial results after market close on Tuesday, October 28, 2025.

The company will host a webcast and dial-in conference call at 8:30 a.m. ET on Wednesday, October 29, 2025, with CEO Benjamin Gliklich and CFO Carey J. Dorman participating.

Dial-in numbers: 888-510-2346 (domestic) and 646-960-0111 (international); Conference ID: 3799230. The live webcast and replay will be available at www.elementsolutionsinc.com.

Element Solutions (NYSE:ESI) has announced a quarterly cash dividend of $0.08 per share for Q3 2025. The dividend will be paid on September 15, 2025 to stockholders of record as of September 2, 2025.

Element Solutions Inc (NYSE:ESI) reported strong Q2 2025 financial results with net sales of $625 million, up 2% year-over-year and 6% on an organic basis. The company's Electronics segment showed impressive performance with a 12% increase in net sales to $439 million, while the Industrial & Specialty segment saw a 16% decrease to $186 million, primarily due to divestitures.

Q2 2025 highlights include adjusted EBITDA of $136 million, a 1% increase from Q2 2024, and reported net income of $48 million. The company maintained strong cash flows with $73 million from operating activities and adjusted free cash flow of $59 million. Element Solutions raised its 2025 adjusted EBITDA guidance to $530-550 million and expects Q3 2025 adjusted EBITDA between $140-145 million.

During Q2, the company continued its stock repurchase program, buying back 0.9 million shares at an average price of $20.45, with approximately $562 million remaining in the authorization.

Element Solutions (NYSE:ESI) has scheduled its 2025 second quarter earnings release for July 30, 2025, after market close. The company will host a conference call and webcast to discuss the results on July 31, 2025, at 8:30 a.m. ET.

The earnings call will feature CEO Benjamin Gliklich and CFO Carey J. Dorman. Investors can access the call via telephone at 888-510-2346 (domestic) or 646-960-0111 (international) using Conference ID 3799230, or through the simultaneous webcast on the company's website.

Element Solutions (NYSE:ESI) has raised its financial outlook for Q2 and full-year 2025. The company expects Q2 net income of $45-55 million and adjusted EBITDA of approximately $135 million, exceeding previous guidance of $120-125 million. For full-year 2025, ESI increased its adjusted EBITDA guidance to $530-550 million, up from $520-540 million.

The improved outlook is driven by strong penetration in data center-related customers and advanced foundries, along with new capacity additions supporting AI infrastructure. The company has successfully maintained value through pricing, procurement, and productivity initiatives, while also benefiting from favorable currency movements.

Element Solutions Inc (NYSE: ESI) has announced a quarterly cash dividend payment. The company's board has declared a dividend of $0.08 per share of common stock. Shareholders who are recorded as stockholders by the close of business on June 2, 2025, will receive the dividend payment on June 16, 2025.